Your 7-Day Free Trial

Merlin the Compliance Wizard

Welcome! For the next 5 days I'll teach you the platform, review your first certification with you, and help you get your whole portfolio in — either by mass upload or by sending onboarding links to your regionals and property managers.

Everything you upload during the trial is kept. Subscribe and it becomes your live portfolio.

Trial days left

5 of 7

Trial steps complete

1 of 4

Free AI reviews used

0 of 3

Post-trial file retention

14 days

Merlin's trial plan

Work top to bottom — nothing here takes longer than a coffee

Learn the platform with Merlin
6 min
A 6-minute guided tour of the dashboard, review queue and rule packs.
“Follow my wand — I'll show you where compliance hides.”
Take the tour
Upload your first certification
4 min
Drop a TIC, income certification or recert packet. AI scores it Pass/Fail with cited rules.
“Give me your ugliest file. I love a challenge.”
Upload a certification
Mass upload your property details
12 min
Excel, CSV or a software export — AI maps the columns to CertivoIQ fields.
“One spreadsheet, one poof, a whole portfolio.”
Mass upload properties
Send onboarding links to your team
3 minEnterprise
Enterprise trials can invite regionals and property managers to upload their own property details.
“Delegation is the strongest magic there is.”
Send invite links

Mass upload during the trial

Get a head start — no plan required

Drop your rent roll or property export

XLSX · CSV · Yardi / RealPage / MRI exports

Property records during the trial are capped at 3. AI review of certifications is capped at 3 files until you subscribe.

Delegate onboarding

Enterprise trials send secure upload links instead of doing it all themselves

Regional managerAll properties in a region
Property managerOne property
Compliance specialistCertifications & findings
Owner / asset managerRead-only portfolio view

Team onboarding progress

Who you invited and how far they've gotten

Dana Whitfield · Regional manager
dwhitfield@harborline.com · Southeast · 14 properties
uploaded
Marcus Bell · Property manager
mbell@harborline.com · Harper Mill Lofts
in progress
Priya Raman · Compliance specialist
praman@harborline.com · Certifications
invited
Tom Alcott · Property manager
talcott@harborline.com · Cedar Grove
invited

Your trial uploads are kept for 14 days after the trial ends

What happens to your uploads if you don't subscribe right away

If you subscribe during the trial, everything you uploaded carries straight into your live portfolio. If you don't, all properties, residents, certifications and AI review results stay parked for 14 days. On the 15th day after the trial ends they are permanently deleted and would need to be re-uploaded.

Day 0–7
Free trial
Full AI review, mass property upload, Merlin guidance.
Day 8
Trial ends
Automated reminder email goes out 24 hours later.
Day 8–21
14-day grace hold
Files retained, read-only. Subscribe to restore instantly.
Day 22
Permanent deletion
All trial data purged — re-upload required.

Keep my files — choose a plan

Learn the platform with Merlin

Upload your first certification

Mass upload your property details

Send onboarding links to your team